After installing the MicroStrategy Mobile BlackBerry client, you must configure it so that it can communicate with your MicroStrategy system.
The BlackBerry Enterprise Server (BES) enables you to set an IT policy for its client applications. With this IT policy, you can configure all the client devices at one time. If you want to use an IT policy, details on the MicroStrategy Mobile settings for a BlackBerry client IT policy are in the Administering MicroStrategy Mobile chapter in theMicroStrategy Mobile Design and Administration Guide. For details
to deploy an IT policy over the BES, see your BES documentation.
Prerequisites
• You must connect the MicroStrategy Mobile Server to the Intelligence Server. For steps, see Connecting MicroStrategy Mobile Server, page 37. The steps below show you how to configure the Mobile client from the Preferences screen on the BlackBerry smartphone. You add connection information for the Mobile Server, and then you configure the MicroStrategy project from which the BlackBerry will receive reports. For alternative methods to configure a BlackBerry client with MicroStrategy Mobile, see the
Administering MicroStrategy Mobile chapter in the MicroStrategy Mobile Design and Administration Guide.
To configure MicroStrategy Mobile for BlackBerry
1 On the BlackBerry smartphone, open the MicroStrategy Mobile application.
2 Click and select Preferences. The Preferences screen opens.
3 Scroll to the Mobile Servers Configured area.
4 Click and select Add Mobile Server. The Mobile Server Setup screen opens.
5 Enter the information for each option, as described below:
• Name: The DNS name or IP address of the Mobile Server.
• Port: The port number used by the Mobile Server.
• Path: The path on which the Mobile Server is installed.
• Type: Select ASP.NET if you have installed the MicroStrategy Mobile product, or select J2EE if you have installed the MicroStrategy Mobile Universal product.
• Request Type: Select HTTP if your environment uses no encryption or HTTPS if your environment uses SSL encryption.
6 To use the default authentication mode and credentials for the Mobile Server, select the Use Default check box under Authentication.
The default authentication mode is set on the Preferences screen under Default Mobile Server Authentication. By default,MicroStrategy Mobile uses standard MicroStrategy authentication to identify the user logging into projects on the Mobile Server. You can use any supported form of authentication to log into the Mobile Server; for details on authentication modes, see the Setting
Up User Security chapter in the MicroStrategy System Administration Guide.
To use a different authentication mode, follow the steps below: a Under Authentication, clear the Use Default check box.
b Scroll to the Authentication Mode area, then click and select the type of authentication to use.
c In the Login field, type the login name to be used by the BlackBerry application to log into the MicroStrategy project.
d In the Password field, type the password for the login name above.
7 Scroll to Default Project Authentication. These options determine the default authentication mode for all projects configured for this Mobile Server. Enter information for each option, as described below:
• Mode: Select an authentication mode.
• Login: Type the login name that you use to access the Mobile Server.
9 Click and select Save. The Mobile Server information is saved.
Once you have configured the Mobile Server, you must provide information about the projects that contain the reports and dashboards you are
subscribed to.
To configure a project for MicroStrategy Mobile for Blackberry
If you installed any of the sample projects that come with MicroStrategy (the Tutorial project or any of the Analytics Modules projects, such as the Customer Analysis Module project, the Financial Reporting Analysis Module project, and so on), you can use the following steps to configure access to the sample reports and dashboards contained in those projects. If you did not install any sample projects and have not yet created your own project, skip these steps and close and save your configuration. You can return to these steps and complete them after you have created your own project in Chapter 2, Creating a MicroStrategy Project with Your Data.
1 On the BlackBerry smartphone, open the MicroStrategy Mobile application.
2 Click and select Preferences. The Preferences screen opens.
3 Scroll to Mobile Servers Configured and highlight the Mobile Server to which you want to add a MicroStrategy project.
4 Click and select Edit Mobile Server. The Mobile Server Setup screen opens.
5 Scroll to Projects Configured, then click and select Add Project. The Project Setup screen opens.
6 Enter information for each option, as described below:
• Project Name: The name of the MicroStrategy project. This field is case-sensitive.
• Server Name: The DNS name or IP address of the Intelligence Server that contains the project.
• Server Port: The port number for the Intelligence Server.
7 To use the default authentication mode and login credentials for the project, select the Use Default check box under Authentication.
To use a different authentication mode, use the steps provided below: a Under Authentication, clear the Use Default check box.
b Scroll to the Authentication Mode area, then click and select the type of authentication to use for the project.
c In the Login field, type the login name to be used by the BlackBerry application to log into the MicroStrategy project.
d In the Password field, type the password for the login name above.
8 Click and select Close. The Project Setup screen closes and the project is now listed under Projects Configured.
9 Click and select Close again. The Mobile Server Setup screen closes.
10 Click and select Save. The project configuration information is saved. Now that you have completed the configuration of the MicroStrategy Suite, you can begin to create your MicroStrategy project. The steps to connect to your data source and create a MicroStrategy project are described in Chapter 2, Creating a MicroStrategy Project with Your Data.
2
2.
CREATING
A MICROSTRATEGY
PROJECT
WITH YOUR DATA
Introduction
To create mobile BI reports, dashboards, and workflows, and to support your overall reporting environment, you must integrate your data into
MicroStrategy. This chapter describes how to integrate your data into a MicroStrategy project, which contains your reports and reporting objects. Use these steps to jump-start your MicroStrategy project.